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Access the TeamHub apps via https://teamhub.sangoma.com/home/cpaasand then select Appointment Confirmation.
Click on Configuration on the left side panel.
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The Appointment Confirmation app can be accessed using a browser or within TeamHub.
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Click Configurations in the left side panel.
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Click the ( + CONFIGURATION ) button.
Follow the steps below.
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Note: If the configuration is active, you must inactivate the configuration by clicking the ( STOP CONFIRMATIONS ) button in the bottom right corner of the page.
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Select the Deleteoption from the Action ( ⋮ ) icon for the desired Configuration.
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Confirmation Name - Enter a name for this Configuration.
Appointment Configuration - Select an existing appointment Configuration that was created in the Appointment App.
Send Delay - Select the number of minutes to wait before sending the Confirmation Message.
Max Number of Tries - Enter the number of times the Confirmation Message should be re-sent if a confirmation response has not been received.
Retry interval - Select how long to delay before re-sending the Confirmation Message.
Next - After completing all changes, click the ( NEXT > ) button.
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Apply Defaults - Click the ( APPLY DEFAULT ) button to apply the previously defined default setting for this section.
Set As Default - Click the ( SET AS DEFAULT ) button if you have adjusted the branding and want to set it as the default.
Follow the steps below to adjust the different sections of the Variables page.
Next - After completing all changes, click the ( NEXT > ) button.
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Add a variable - To add an additional Variable to this configuration, click the ( + VARIABLE ) button.
Edit a variable - Hover over the desired Variable and click the edit/pencil ( 🖉 ) icon.
Delete a Variable - To delete a Variable, hover over the desired Variable and click the ( Ⓧ ) icon.
Note: If you want these changes to be the default, Click the ( SET AS DEFAULT ) button.
Variable name - Enter the name for this Variable. Value - Enter the value to be presented when this Variable is used. Click the ( SAVE ) button. |  |
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Add a link - To add an additional Link to this configuration, click the ( + LINK ) button.
Edit a link - Hover over the desired Link and click the edit/pencil ( 🖉 ) icon.
Delete a Link - To delete a link, hover over the desired Link and click the ( Ⓧ ) icon.
Label - Enter the label name that will be displayed along with the link. Link - Enter a valid URL or phone number to be presented. Click the ( SAVE ) button. |  |
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Next - After completing all changes, click the ( NEXT > ) button.
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Apply Defaults - Click the ( APPLY DEFAULT ) button if you do not need to add or edit the existing Branding or links.
Set As Default - Click the ( SET AS DEFAULT ) button if you have added or updated any Branding and want to set them as the default Branding.
Follow the steps below to adjust the different sections of the Branding page.
Next - After completing all changes, click the ( NEXT > ) button.
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Click the edit/pencil ( 🖉 ) icon.
Adjust the Color, Font, and Text Size of the Title.
Click the ( SAVE) button when changes are complete.
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Click the edit/pencil ( 🖉 ) icon.
Adjust the Button color.
Click the ( SAVE) button when changes are complete.
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Click the edit/pencil ( 🖉 ) icon.
Adjust the color of each action.
Click the ( SAVE ) button when changes are complete.
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Response Title - Adjust the Title of the confirmation form.
Response Body - Adjust the content of the Response Body.
Response Actions - Adjust the response actions that the person can take.
Click the ( X ) icon to remove an existing response button.
Click the edit/pencil ( 🖉 ) icon and adjust the Button label.
Click the ( + OPTION ) button to add a new response button.
See below for more instructions on the edit/add button pop-up page.
Click the ( START CONFIRMATIONS) button after all updates have been completed to finalize and activate the configuration.
Adding Response buttons ( + OPTION )
The following provides instructions when the ( + OPTION ) icon is clicked.
Status - Select what the status of the appointment will be after the button is clicked. Button Label - Enter the label for the button. Redirect URL or Phone Number - Enter a valid URL or phone number. Click the ( SAVE ) button. |  |
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The Product owner can be found here: Product & Design Team.
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